Corporate Trust I
Corporate Trust I is the first of a three part curriculum designed to teach professionals in the fiduciary services for businesses and government a specialized skill set including both technical and sales acumen.
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Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins on Monday at 8:00am and ends Friday at 5:00pm. The exam will be given Saturday morning from 7:00am – 10:00am. Students can choose to take an online exam and depart Friday after class ends. Online course exams must be completed by the following Tuesday.
Costs:
An investment of $2,860 for each course level includes registration, tuition, room, breakfasts and lunches. Students are required to buy the Corporate Trust Answer Book for $95 and A Partner in Finance for $25
Select a Session:
The CCTS™ designation is a must for professionals in this industry.
Courses are staggered throughout the calendar year. Early planning is encouraged. Consult our Client Advisors for more details.
Topics
- Capital Markets
- Role of the Trustee
- Securities Laws and Trust Indenture Act
- Fundamentals of ABS and MBS Securities
- Subprime Crisis
- Municipal and Corporate Administration
- Account Acceptance Process
- Funds and Accounts
- Risk Management
- Operations
- Investments
- Credit Enhancements
- Merger/Acquisition Case